Sweetser Trainings & Workshops

Special Needs Trusts (02/05/19)

Special Needs Trusts (02/05/19)
Sweetser, 50 Moody St., Saco, ME 04072 --Eslie J. Parquette School library - Saco
6:00 pm-7:30 pm 

Many individuals who are not able to work full time due to disability receive SSI (Supplemental Security Income) and MaineCare benefits. Families who are able often choose to supplement an adult child’s care with family resources, both during life and on death. This workshop will address how to transfer assets to a family member receiving SSI and MaineCare without disqualifying the family member from receiving these valuable governmental benefits. We will explain the basic concepts of "first party" and "third party" supplemental needs trusts as well as ABLE accounts, and explain why they should form an integral part of the family estate plan. Just as important is understanding how the flow of funds from the trusts and ABLE account will impact qualification for benefits, and the selection of a Trustee. All attendees will be furnished with a checklist of do’s and don’ts for the planning process.

About the speakers:

Meg Greene, Partner at Brann & Isaacson, Lewiston, Maine, has specialized in estate planning for over 30 years. She is also the mother of an adult child with mental health challenges and is on the Board of Directors of NAMI-Maine.

Kenleigh Nicoletta, Partner at Brann & Isaacson, Lewiston, Maine has specialized in estate planning for over 10 years. She regularly advises clients regarding the establishment and administration of trusts, including special needs trusts, as well as in guardianship and conservatorship proceedings in state court.

Call 294-4414 or email us at training@sweetser.org 
Listed As:
Training: Specialty Workshops
No Charge

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